Lead Does Not Trigger Smart Campaign

A document by 1507095077414__vishals@grazitti.com on behalf of Roxann McGlumphy on Sep 11, 2017Last modified by Roxann McGlumphy on Aug 29, 2018
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Issue Description
Troubleshooting steps to determine why a lead failed to trigger a Smart Campaign

 

Issue Resolution

View this video to see how to troubleshoot this issue.

 

When a trigger campaign Smart List contains both triggers and filters, the filters criteria must be satisfied before or at the exact moment the trigger fires.  To determine whether this is the case for a particular lead:

  1. Look at the Smart List to determine what filter criteria need to be satisfied.
  2. Open the lead's activity history and see when the activity occurred that should have triggered the campaign.
  3. Go through the lead's activity history and determine when the values were set for each of the filter criteria.

If one of the values was set after the trigger fired, the lead would not have qualified in time to go through the Smart Campaign.

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